See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $148,761 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,178 | $145,877-35.4% | $150,045-37.2% | $102,872-8.5% |
| Participation rate | 97.2% | 79.8%+17.3pp | 82.3%+14.8pp | 73.0%+24.1pp |
| Annual return | 23.48% | 21.37%+2.1pp | 62.55%-39.1pp | 19.06%+4.4pp |
| Employer contribution / active EE | $4,618 | $4,710-2.0% | $4,693-1.6% | $3,526+31.0% |
| Participant deferral / active EE | $12,111 | $9,491+27.6% | $7,997+51.4% | $5,535+118.8% |
| Admin fee / account holder | $69 | $176-60.6% | $13,435-99.5% | $292-76.3% |